This column typically addresses all things editorial at InvestmentNews, but this is a perfect moment to recognize that IN also has a robust events schedule, and we’re right smack in the middle of busy season.
I’m always impressed by how many people take the time to travel to our events. It’s a perk of my job to attend and meet so many of you. It’s an unparalleled networking opportunity to connect with industry leaders, decision-makers and peers.
Our latest event, the Diversity, Equity and Inclusion Summit and Awards in New York City was no exception. And a few weeks ago, I was in Chicago for not one but two events: the Retirement Income Summit and Women Advisor Summit.
All three events were well attended and immaculately organized by our Events team, led by Director of Event Operations Brie Johnson, who negotiates contracts, picks the venues and vendors, and chooses the always delicious menu. She and the team spend months planning and preparing, and while the rest of us are sleeping, they are up before dawn on event day making sure no detail is overlooked.
Conference Content Producer Lucas Gochanour is the mind behind all the great sessions, panels and guests. Zoe Szmulewicz, event coordinator, is usually the first face you’ll see at registration, but also handles everything from creating the event websites to communicating with all the attendees and speakers before and after each event.
On the business side, Natalie Taylor, director of client services for events, makes sure that all the sponsors’ needs and goals are met, handling their logistics with the utmost attention to detail. On the sales side, Sabrina Straub carefully matches the best events for each company to achieve their goals, ensuring packages are tailored to meet clients’ growing needs.
It’s my pleasure to show the Events team some appreciation for the great work they do behind the scenes. Awards programs are more than just a nice lunch and speeches. We create space for meaningful conversations, on and off stage, about the challenges and changes that we face together.
If you haven’t been to an IN event yet, don’t fret, many more are on the way. I look forward to seeing you there!
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
